See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,460 | $159,602-75.3% | $150,045-73.7% | $142,382-72.3% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 21.47% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,474 | $4,961-50.1% | $4,693-47.3% | $4,299-42.4% |
| Participant deferral / active EE | $5,089 | $8,310-38.8% | $7,997-36.4% | $6,507-21.8% |
| Admin fee / account holder | $217 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |